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Disclosery

Corient Private Wealth LP: DAR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Corient Private Wealth LP on DAR, newest first. How the timeline and the estimate are built.

Corient Private Wealth LP held 24,947 DAR shares at 2026-06-30 per its 13F-HR/A filed 2026-08-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 24,947 shares
    Change vs previous 13F +15,942 shares

    <0.01% of the 13F portfolio, value $1,362,610.

    13F-HR/A 0001948780-26-000011 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 9,005 shares
    Change vs previous 13F -5,969 shares

    <0.01% of the 13F portfolio, value $546,648.

    13F-HR 0001948780-26-000005 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F/A 14,974 shares
    Change vs previous 13F +5,847 shares

    <0.01% of the 13F portfolio, value $539,064.

    13F-HR/A 0001948780-26-000003 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 9,127 shares
    Change vs previous 13F -1,337 shares

    <0.01% of the 13F portfolio, value $281,752.

    13F-HR 0001172661-25-004956 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F/A 10,464 shares
    Change vs previous 13F +2,177 shares

    <0.01% of the 13F portfolio, value $397,007.

    13F-HR/A 0001172661-25-004142 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 8,287 shares
    Change vs previous 13F -4,061 shares

    <0.01% of the 13F portfolio, value $258,889.

    13F-HR 0001172661-25-001832 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 12,348 shares
    Change vs previous 13F -373 shares

    <0.01% of the 13F portfolio, value $416,004.

    13F-HR 0001172661-25-000608 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 12,721 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $472,712.

    13F-HR 0001172661-24-004574 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).